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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 94-1737782 211 MAIN STREET, 14TH FLOOR · SAN FRANCISCO, CA 941051965 | Contract Administrator | $21,047 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,041 | $45,000+0.1% | $143,797-68.7% | $77,906-42.2% |
| Participation rate | 54.7% | 66.8%-12.2pp | 80.3%-25.6pp | 73.7%-19.0pp |
| Annual return | -7.38% | 29.03%-36.4pp | -0.04%-7.3pp | 12.16%-19.5pp |
| Employer contribution / active EE | $964 | $1,870-48.4% | $4,952-80.5% | $2,846-66.1% |
| Participant deferral / active EE | $2,453 | $3,157-22.3% | $5,638-56.5% | $4,805-49.0% |
| Admin fee / account holder | $21 | $98-78.6% | $14,679-99.9% | $133-84.1% |